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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,721 | $180,459-74.7% | $154,108-70.3% | $135,380-66.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.17% | 888.21%-898.4pp | 735.21%-745.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $2,830 | $6,035-53.1% | $5,298-46.6% | $4,779-40.8% |
| Participant deferral / active EE | $4,161 | $5,806-28.3% | $5,081-18.1% | $5,609-25.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |